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I apparently predicted that printers would be peeled off from PCs. I've always been a big believer in focus. It's the most powerful factor in business. In the case of HP we always felt it was difficult being the premier consumer and enterprise company. Microsoft MSFT -0.86% clearly has had similar issues. In HP's case there's no silver bullet. No one unit is being held back. But it doesn't encourage focus. I would argue that they should have done this years ago.
我当时预测说,打印机业务将从PC业务中剥离。我一直非常信奉"聚焦"(focus)。它是影响企业发展的最强大的因素。我们总是觉得,惠普要想同时成为一流的消费技术和企业技术公司,的确很有难度。微软(Microsoft)显然也有过类似的问题。就惠普的情况而言,没有一劳永逸的高招。该公司目前还没有收缩任何一个部门。但这不利于激励"聚焦"。我认为他们早在几年前就该做这件事了。
Innovators believe disruption is a good thing. And many will tell you there's no market more overdue for disruption than the banking industry. In fact, it was 20 years ago that Bill Gates quipped that "Retail banks are dinosaurs." Yet, today we still apply for loans at traditional banks in the same way we did in 1994 when the former Microsoft MSFT -0.17% CEO made that comment.
创新者们相信,颠覆是件好事情。而且,很多人将告诉你,没有比银行业更需要颠覆的行业了。实际上,早在20年前,比尔o盖茨就曾不无讥讽地说过,"零售银行业是堪称恐龙的老古董。"但是,如今我们还是像1994年这位微软(Microsoft)前CEO做出上述评论时一样,从传统银行申请贷款。
Most people that aren't avid gamers haven't-but they should. Investors now value the Carlsbad, Calif. video game accessories company at $1 billion, securing it a place onFortune's Unicorn List. The company has been on a tear lately, recently expanding beyond mice, keyboards, and other controllers into virtual reality and "micro-consoles" and wearables built on Google's Android mobile operating system. With winds at its back, it's a prime target for acquisition by a large company like Microsoft MSFT 3.11%.
除了狂热的游戏玩家,大多数人可能没听说过,但大家应该了解一下。这家公司总部位于加利福尼亚州卡尔斯巴德市,主要做视频游戏周边产品,投资人对该公司的估值已达到10亿美元,因此它也在《财富》"独角兽公司榜"上拥有一席之地。近年来,该公司的增长势头非常迅猛,已经从传统的鼠标、键盘等控制设备杀入了虚拟现实、"微主机"和基于安卓移动操作系统的可穿戴设备等领域。它也由此成为微软等大公司的主要收购目标之一。
Microsoft MSFT -0.83% pushed into the so-called "cloud" long before Satya Nadella became CEO in February. But it was Nadella who championed a more cloud-focused strategy inside the company.
早在萨提亚o纳德拉在2月担任首席执行官之前很久,微软就开始迈入所谓的"云"领域。但正是纳德拉将"云"摆在了公司的战略中心。
Indeed, the launch of the Chrome browser was something of a debacle. Google GOOG 0.18% had worked hard behind the scenes to orchestrate a media splash. It had readied talking points to explain why it was reigniting a browser war with Microsoft MSFT -0.48%, and why its erstwhile ally, Mozilla, maker of the Firefox browser, shouldn't worry. As part of it, the company had secretly produced an elaborate, 38-page comic book that explained the unique features of Google's browser. It was expected to land in the mailboxes of journalists and bloggers on that Tuesday just as they returned from the three-day weekend.
实际上,Chrome浏览器的发布会最终演变为一场灾难。谷歌在幕后做了大量准备工作,希望捧出一场媒体盛宴。它还准备了一些发言要点,以解释为什么要重新点燃与微软(Microsoft)的浏览器大战,以及为什么它的昔日盟友 - 火狐浏览器(Firefox)的制造商Mozilla不必担心。谷歌还秘密准备了一份详尽的、长达38页的插图手册,用来解释Chrome浏览器的独特功能。谷歌安排在那个周二把它发送到与会记者和博主的电子邮箱里。这样一来,参加完三天活动的与会者们刚刚踏进家门,就能收到谷歌发来的图文并茂的Chrome指南。
Last week, he released a 3,000-word mission statement to employees in which he stated the obvious: that Microsoft MSFT 1.02% needs more urgency and followed it up with an equally elusive appearance at Fortune's Brainstorm Tech conference in Aspen, Colo. during which he emphasized the huge potential of his company. One problem: Nadella did not outline how he planned to achieve it.
上周,纳德拉发布了一份3,000字的使命宣言。在这份宣言中,他向全体员工陈述了一件显而易见的事情:微软需要更多的紧迫感和创新。随后,在科罗拉多州阿斯彭召开的《财富》科技头脑风暴大会(Fortune's Brainstorm Tech) 上,纳德拉同样令人难以捉摸。他着重强调这家公司的巨大潜力,但问题是,这位微软掌门人并没有勾勒他打算如何实现这种潜能。
Much has already been written about Microsoft's new Windows 10 and the reintroduction of its long-lost Start button after the company unveiled its updated flagship operating system on Tuesday morning. The new OS may provide a much-needed advance over its predecessor, Windows 8, but it is unlikely to restore Microsoft MSFT -1.22% to its former glory as the operating system of choice for computing devices-certainly not in an era where tablets and smartphones have largely supplanted the PC in terms of attention.
美国时间9月30日上午,微软(Microsoft)发布了其最新旗舰操作系统Windows10技术预览版,并重新引入久违的开始菜单,关于此消息已有诸多报道。新的操作系统可能在Windows 8基础上提供人们期待的改进,但不太可能使微软重振往日作为计算设备首选操作系统的辉煌,尤其是在当今这个平板电脑和智能手机很大程度上取代了PC机的时代,这肯定是不可能的。
Microsoft MSFT -0.34% believes this a problem to be solved. "Today, we take the conflict away and I'm absolutely sure of that," declared executive Panos Panay on stage during the May 20 introduction of its new tablet computer. "I'd like to introduce you to Surface Pro 3."
微软(Microsoft)相信这个问题已经得到了解决。在5月20日的新款平板电脑发布会上,微软高管帕诺斯o潘乃说:"今天,我们会给这个争论划个句号,我对此完全有信心。我要向各位隆重介绍Surface Pro 3。"
Experts in communications have not proven any more accurate. Consider that McKinsey's experts in market sizing projected for AT& T T 1.06% in 1980 that the worldwide market for mobile phones would fail to exceed 1 million subscribers by the year 2000. The actual number proved to be well north of 100 million subscribers. Consider also when tech specialist and then Microsoft MSFT 0.74% CEO Steve Ballmerbluntly made his prediction for the Apple iPhone in 2007: "There's no chance that the iPhone is going to get any significant market share. No chance." As it turns out, the device had an approximately 41% market share in April this year, according to market research firm comScore. I'll leave it you to decide if that share is significant.
实践表明,通信领域专家的预测也准确不到哪儿去。1980年,麦肯锡(McKinsey)的市场规模专家曾针对美国电话电报公司(AT&T)预计,到2000年全球手机市场中的用户人数不会超过100万人。而实际情况是,这个数字远高于1亿人。科技行业专家、时任微软(Microsoft)首席执行官的史蒂夫o鲍尔默2007年曾直率地对苹果公司(Apple)的iPhone做出这样的预测:"iPhone绝不会获得多少市场份额,绝对不会。"结果呢,市场研究机构comScore的数据表明,今年4月份iPhone的市场份额约为41%。请大家来判断一下这样的市场份额算不算大。
Back at the end of 2013, Microsoft MSFT -9.25% was on the verge of ending technical support for Windows XP business customers. That convinced lots of IT and accounting departments it was finally time to upgrade from the decade-plus-old operating system, driving sales of Microsoft's newer OSes, like Windows 8.
到2013年年底,微软就已经基本不为Windows XP的商务用户提供技术支持了。许多公司的IT部门和财务部门因此笃信,终于是时候升级这款已有十多年历史的旧系统了,而这将提高微软新系统如Windows 8的销量。
Since the early days of the video game industry, consoles have ruled the home. Companies like Nintendo, Sega, Sony and Microsoft MSFT -1.11% thrived by building closed ecosystems that developers could creates games over the course of five to 10 years before a new, more powerful box entered the market and the cycle began all over again. But ever since the introduction of smartphones from companies like Apple AAPL -1.31%, Nokia, Samsung, LG, Google and Amazon AMZN -1.02%, video game creators have flocked to these powerful mobile devices and an entire ecosystem of small and independent development studios have flourished (also in part thanks to the digital distribution networks on new consoles from Nintendo, Sony and Microsoft).
自视频游戏业发展早期开始,游戏机就主宰了千家万户。像任天堂(Nintendo)、世嘉(Sega)、索尼(Sony)和微软(Microsoft)等企业都依靠打造封闭的生态系统赚得盆满钵满。开发者可以有5到10年的时间开发游戏,直到一款更强大的新游戏机进入市场,这个循环才会被重启。不过,自从苹果(Apple)、诺基亚(Nokia)、三星(Samsung)、LG、谷歌(Google)和亚马逊(Amazon)等公司推出智能手机以来,游戏开发者们就纷纷涌向这些强大的移动平台,同时,一个由小型独立开发工作室构成的完整生态系统也逐渐兴盛(这也要部分归功于任天堂、索尼和微软为新游戏机开发的数字销售网络)。
Microsoft MSFT -1.23% is delighted that Apple is using its Bing service to search the Web. "Last year Bing became the default web search for Siri, and will now also be the default web search provider in the redesigned Spotlight search feature for the next generation of iOS and OS X," a Microsoft spokesperson told Ad Age. "We're excited about extending the Bing platform to help iOS and Mac customers find what they need to get things done."
微软(Microsoft)很高兴看到苹果利用必应(Bing)提供网页搜索服务。一位微软发言人告诉Ad Age:"去年,必应成为语音助手Siri的默认网页搜索引擎;而在新一代iOS与OS X中,必应将作为改版后的Spotlight搜索服务的默认网页搜索服务提供商。能够扩展必应平台,帮助iOS与Mac用户查找他们需要的信息,我们感到非常兴奋。"
Consider the plight of Windows Phone. Microsoft MSFT -1.48%, no mom-and-pop shop, has just 3 percent of the U.S. market and even less share globally. Or perhaps consider the mobile OS remainders bin: Palm, HP (after buying Palm), Nokia, BlackBerry, and a handful of others.
大家可以思考一下Windows Phone的困境。微软的规模也不小了,但是它的WP系统只占据了美国的市场的3%,在全球市场上的占有率甚至还低于这个数。其它移动操作系统商的命运也都大同小异,比如Pam、收购Palm后的惠普(HP)、诺基亚(Nokia)、黑莓还有少数其他几家。
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